Built for B2B Agencies

Your work is everywhere.
Grapevine puts it in one place.

The only Workplace OS with Workplace Intelligence built specifically for B2B agencies. Consolidate your CRM, contracts, tasks, and client portals into a single database to eliminate the "toggle tax" and protect your profit margins.

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Good evening, Zachary!

Here's what's happening with your work today.

OverviewMy QueueSchedule
AI Copilot

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RIGHT NOW
8 overdue tasks need your attention
Updated 5:01 PM
Weekly Focus
23 overdue0 done
OVERDUE
23
Act now
THIS WEEK
0
0 high
IN PROGRESS
14
46% done
COMPLETED
0
This week
🔥 PRIORITY THIS WEEK
8 items
Dunder Mifflin proposal — final review
High
Update Scranton client onboarding docs
Medium
Q3 OKR alignment — Michael Scott
High
Vance Refrigeration analytics review
Low
Send weekly status to Jan Levinson
Medium
Dwight performance review prep
High
WUPHF.com integration follow-up
Medium
Prince Family Paper contract renewal
High
02The Uncomfortable Audit

Scaling an agency shouldn't mean
bleeding your margin.

Most agencies don't have a talent problem. They have an infrastructure problem. When you scale past 10 people, your operations quietly splinter into a Frankenstack. You buy best-in-class point solutions, plug them together with fragile middleware chains, and hope for the best.

It doesn't work. It just charges you an invisible Toggle Tax while your revenue leaks from three open wounds:

Agency operational pain — re-work, burnout, scattered clients
01

The Re-work Bleed

A client requests a structural pivot. The account team logs it in the CRM, but the update stays isolated there. Because your tools don't share a native database layer, your delivery team spends three days building deliverables based on an outdated brief.

02

The Blind Resource Crunch

Your highest-paid strategists spend 15% of their week acting as manual data-entry clerks—shuffling file links, copy-pasting status updates, and chasing context. Work allocation is a guessing game. Your best people end up silently overloaded.

03

The Scattered Client Experience

Customer interactions are trapped in siloed email threads, private Slack DMs, and loose comment boards. Without a single source of truth, keeping clients and internal teams on the same page is an endless game of telephone.

03The Subscription Bleed

Stop paying to complicate
your infrastructure.

You are currently paying multiple premium subscriptions to maintain a bloated Frankenstack. Grapevine replaces the fragmented tools with one cohesive architecture.

Fragmented Frankenstack vs. Grapevine Architecture
The Fragmented Frankenstack
The Grapevine Architecture
HubSpot (CRM & Pipeline) + ClickUp (Projects & Tasks)
CRM & Production Engine natively linked on one database.
Slack (Internal Chat) + Notion (Docs & Wikis)
Context-Aware Docs & Chat embedded directly inside workflows.
Calendly (Scheduling) + Loom (Video Updates)
Native Booking Links & Live Video Huddles built into workspaces.
PandaDoc (Contracts) + Harvest (Time & Billing)
Contract Ledger Modules tied directly to active task boards.
Zapier (Fragile Middleware Integrations)
Zero Middleware. Every single data point moves natively.

Total Monthly Cost

$6,390+/mo

One Unsplintered Subscription

One price.

Everything included.

04The Four Differentiators

Four pillars built to protect
your agency's bottom line.

Every feature in Grapevine was built backward from one question: where does an agency lose margin? Here's what we found.

01
Command Center

Context-Aware Intelligence

No more tool hopping to figure out what needs to happen today. Grapevine provides a single dashboard tailored to every role. Our native assistant, My Queue (MyQ), automatically ingests your daily workflows and hands your team back 5+ hours a week for deep, billable work.

Command Center — everything connected, nothing slips
02
Dedicated Workspaces

Sandbox Security

Stop letting clients see the messy behind-the-scenes delivery process. Grapevine splits your workspace into an internal sandbox for your team and a polished, white-labeled portal for your clients. One toggle pushes live, pristine milestone updates straight to the client.

Sandbox Security — dedicated client workspaces
03
Contract-to-Task Linking

Absolute Margin Protection

Scope creep happens because your contracts live in one app and your tasks live in another. In Grapevine, your financial ledger is hard-coded to your active project board. If an incoming task threatens the contract's baseline, the system flags the margin risk instantly.

Margin Protection — contract-to-task linking
04
Unified Communications

Zero-Silo Messaging

Context goes to die in scattered chat apps. Grapevine embeds communication loops directly on top of the deliverables themselves. Run live video huddles inside the workspace that automatically transcribe action items and spawn them as active tasks.

Zero-Silo Messaging — communication embedded in work
05Migration Without Friction

Migrate from your Frankenstack
in a single afternoon.

Moving your entire agency infrastructure sounds painful. We engineered Grapevine to ensure it isn't. Our team works hands-on with your team to ensure proper implementation, training, setup, and ongoing support. We believe in being there for you when you need a helping hand, always. And the results speak for themselves.

Increased Margins

Clean data. Accurate tracking. Profitable projects.

Increased Margins

23%

Average margin improvement

100%

Billable work captured

Better visibility into project profitability

More Productive & Happier Workforce

Fewer tools. Less chaos. More time for meaningful work.

More Productive & Happier Workforce

32%

More time saved each week

2.6x

Increase in team productivity

😊

Happier teams, less burnout

Satisfied Customers

Clear communication. On-time delivery. Stronger relationships.

Satisfied Customers

98%+

On-time delivery

Stronger client retention

💬

Clients love the transparency

Grapevine mascot
06Frequently Asked Questions

Still have questions?

Is Grapevine an integration layer or a standalone platform?

Grapevine is a standalone, unified Workplace OS. It replaces the need for separate apps like ClickUp, Notion, and HubSpot by housing a CRM, production suite, documentation hub, and client portals inside a single, native database.

Can I invite freelancers and contractors safely?

Yes. Grapevine's sandbox workspace architecture lets you safely invite external contractors. They only get access to the specific project boards and communication loops you assign to them—keeping the rest of your agency's CRM and internal metrics completely private.

How does the Contract-to-Task linking work?

When you upload a client contract, its financial parameters set your project baseline. As tasks are created, the system maps trackable hours and resources against that baseline. If scope creep or unexpected overwork threatens your margin, you get an instant, predictive alert before the threshold is crossed.

06Start Today

Ready to see everything
in one place?

One workspace. Every tool. Real-time visibility. Try it free for 14 days — no credit card required.

Everything included

No credit card required
14-day full access trial
Cancel anytime, no lock-in
Unlimited team members
White-label client portals
Loved by ops teams at growing agencies